Edward Jones employees are pictured above left to right: Jeff Estep, Sandi Miller, Sharon Dawson and Bert Molner. (Photo by Jeff Stanley)

Award-winning success in Bristol has given Bert Molner and Sharon Dawson the opportunity to specialize in offering exciting new financial products and services to their clients and the community. Financial advisor Molner is a partner with Edward Jones Investments (EJI), whose corporate offices are in St. Louis, and Dawson is the Branch Office Administrator at the Bristol location, 203 E. Vistula Street, across from the Bristol Opera House.

Their ability to pursue new avenues of service will be greatly assisted by the imminent opening of a new branch office in Elkhart Plaza West on North Nappanee Street in Elkhart. Jeff Estep, handpicked and trained by Molner, will staff the new location.

Jeff will take over responsibility for the Investment Club started by Molner and Dawson. With almost 400 members, it is the largest such group in the Midwest. Jeff will also provide service to about one-half of the current clients now served from the Bristol office of EJI.

These changes will allow Bert and Sharon to concentrate on utilizing their rich and varied experiences, and the expertise they have worked hard to attain. Among those who can reap the benefits of this new focus are successful entrepreneurs, investors seeking to increase income and reduce taxes, those planning their legacies, and those working with wealth transfers.

Both Bert and Sharon are specialists in estate planning and probate matters. They plan to expand their service to business owners seeking to sell or merge their companies, and to those who are exploring exit strategies leading to retirement. They have hired an additional staff member to assist with these expansion efforts.

Molner and Dawson work hard to keep up with new developments in legislation and in the field of financial services. One technique, called “Golden Handcuffs,” is being used by business owners to attract, retain, and reward key employees. As an incentive for productive tenure, the employer purchases a policy which will give a long-term employee generous insurance benefits and tax-free retirement income.

Another new product will allow older clients to plan successfully for long term care (LTC), either at home or in a residential facility. New insurance and investment provisions allow individuals to obtain long term care without having to sell all their assets first. Even those above 70 years of age are eligible to take advantage of this opportunity.

More information can be acquired by calling 848-9070, where the phone is actually answered by a friendly human being. Bert and Sharon are dedicated to continuing to offer personal service built on trust, in a climate where it is still possible to “do business on a handshake.” Hours are 8:00 a.m. to 4:30 p.m. Monday through Friday.